FT

Fiduciary Trust Portfolio holdings

AUM $8.83B
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.56B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$84.7M
2
+$27.7M
3
+$22.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.51M

Top Sells

1
+$63.5M
2
+$5.73M
3
+$4.82M
4
AAPL icon
Apple
AAPL
+$3.28M
5
T icon
AT&T
T
+$3.27M

Sector Composition

1 Technology 12.93%
2 Healthcare 10.95%
3 Consumer Discretionary 10.09%
4 Financials 7.57%
5 Industrials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$445K 0.01%
7,674
+750
352
$444K 0.01%
47,948
+24,662
353
$443K 0.01%
12,956
354
$441K 0.01%
2,986
355
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1,194
-124
356
$438K 0.01%
3,990
357
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13,037
358
$430K 0.01%
6,621
-250
359
$426K 0.01%
26,100
-307
360
$422K 0.01%
9,067
-792
361
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6,089
-120
362
$401K 0.01%
990
363
$397K 0.01%
3,673
364
$394K 0.01%
+2,563
365
$387K 0.01%
3,204
-24
366
$383K 0.01%
17,640
-3,000
367
$382K 0.01%
7,787
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368
$381K 0.01%
15,525
369
$374K 0.01%
13,522
370
$372K 0.01%
6,054
-27
371
$370K 0.01%
3,400
372
$365K 0.01%
14,000
373
$364K 0.01%
5,366
374
$362K 0.01%
9,654
375
$360K 0.01%
2,392
+18
13 14
15
16 17